← Back to searchVisit website
DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227 · SEC 801-71216
1041 WEST LACEY ROAD, 2ND FLOOR, FORKED RIVER, NJ, 08731, United States
Phone
732-409-1060
Fax
732-409-1052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.4M
Discretionary AUM
$60.7M
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $46.0M |
| High net worth individuals | 54 | $123.9M |
States served
LA, NJ, NY, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD